Social Media Marketing Onboarding Form Social Media Marketing Onboarding Form Help us create the perfect social media strategy for your business 1. Business Information Business Name * Industry * Business Type Select… B2B (Business to Business) B2C (Business to Consumer) Both B2B and B2C Business Size Select… 1-5 employees 6-25 employees 26-100 employees 101-500 employees Business Description * Website URL Years in Business 2. Primary Contact Information Full Name * Job Title Email Address * Phone Number 3. Current Social Media Presence Which social media platforms do you currently use? * Facebook Instagram Twitter/X LinkedIn TikTok YouTube Pinterest Snapchat None – Starting fresh Current Social Media Handles/URLs Current Posting Frequency Daily Weekly Monthly Rarely Never 4. Target Audience & Demographics Describe Your Ideal Customer * Primary Age Range Select… 18-24 25-34 35-44 45-54 55-64 65+ All Ages Geographic Location Customer Interests & Hobbies 5. Social Media Goals & Objectives What are your primary social media goals? (Select all that apply) * Increase Brand Awareness Generate Leads Drive Website Traffic Increase Sales Improve Customer Engagement Customer Service & Support Establish Thought Leadership Build Community How do you measure success? Monthly Social Media Budget Select… $0 – $500 $500 – $1,000 $1,000 – $2,500 $2,500 – $5,000 $5,000+ 6. Content Preferences & Style What types of content would you like to share? (Select all that apply) Educational/How-to Behind-the-scenes Product/Service Showcase Customer Stories/Testimonials Industry News & Trends Entertainment/Fun Content Promotional Content User-Generated Content Brand Voice & Tone * Visual Style Preferences Content to Avoid 7. Competitors & Inspiration Main Competitors Social Media Accounts You Admire What Sets You Apart? 8. Available Resources & Assets Do you have existing brand assets? (Select all that apply) Logo Brand Guidelines Product/Business Photos Videos Existing Graphics None – Need everything created Who will create content? Social media agency We’ll create content Collaboration between both Photography/Video Needs 9. Timeline & Service Expectations Preferred Start Date Desired Posting Frequency Select… Multiple times per day Daily 5 times per week 3 times per week Weekly Bi-weekly Which services are you interested in? (Select all that apply) Social Media Strategy Content Creation Posting & Scheduling Community Management Paid Social Advertising Analytics & Reporting Influencer Outreach Reputation Management Content Approval Process All content needs pre-approval Weekly content review Monthly content review Full autonomy (no pre-approval needed) 10. Additional Information Upcoming Events, Promotions, or Launches Seasonal Business Considerations Previous Social Media Marketing Experience Additional Questions or Comments Next Steps: Once you submit this form, our team will review your information and schedule a strategy call within 2-3 business days to discuss your social media marketing plan in detail.
